AXIOM'S MISSION

Being an independent advisory firm based in Hong Kong for over 20 years, we have established hard-earned reputation in wealth management. We believe our wealth of expertise and experience will continue a win-win proposition to our clients and Axiom.

We are keen to seize the ample business opportunities with recent economic integration and development in the Guangdong-Hong Kong-Macao Bay Area (Bay Area) as well as the Yangtze River Delta Economic Belt.

PROBLEMS THAT WE SOLVE

We seek first to understand your financial needs through in-depth discovery discussion. Our trusted advisors have been delivering to our clients with solutions on investment planning, risk management and retirement and estate planning that are aligned with their goals.

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Customised strategic financial planning

Family wealth management

We provide professional investment advice to help you build a promising future for yourself and your loved ones.

HOW
WE DO THINGS

STEP 01

Asset Evaluation

Effective asset evaluation is to get a full picture of your assets under control. It includes but not limited to evaluation on asset classes, their risk and return characteristics as well as current income stream.

STEP 02

Goals Identification

Depending on your situation, you may only require a simple retirement plan or projection to determine if you are on track for meeting your retirement goals. However, if you are a business owner, it is never too early to start succession planning.

STEP 03

Asset Protection Strategy

We provide you with customised investment planning that aim at capital preservation and steady growth.

STEP 04

Risk
Diversification

We believe broad diversification is a prerequisite for any portfolio’s long-term success. We will never put all your eggs in the winning basket, but we will never put all of them in the losing basket either. To help manage the overall volatility of a portfolio and to reduce your risk of losing capital due to market downturns, we allocate your assets between different asset classes as well as between different geographic areas and sectors of the economy.

OUR GUARANTEE

Quality Matters

We provide customized discretionary mandates and advisory solutions to high-net worth professional investors like you. Our services are provided through your personal Investment Advisor, who can offer you some unique financial strategies to help accumulate and protect your family’s wealth.

Flat Advisory Fee

We believe that fees matter and clients should know how much they pay for investment advice.

How We Do Things

We seek first to understand your financial needs through in-depth discovery discussion. Our trusted advisors have been delivering to our clients with advisory solutions that are aligned with their goals.

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How Can AXIOM Help you

Long-Term Interests

Your assets will be managed in the long-term interests of both you and your family, so that you can plan your financial and professional future with confidence and security that comes with astute capital planning.

Transparency

You will understand precisely how your capital is being invested because we will manage your portfolio with maximum transparency, consulting with you on a regular basis and taking your needs and priorities into account.

No Unnecessary Risks

You will enjoy the freedom that comes with the knowledge that your wealth isn’t exposed to any unnecessary risks, and you won't have to worry about your assets being invested recklessly or irresponsibly.

Risky Investments

Your wealth will be gambled on risky investments, in exchange for quick returns with little certainty of success. This will undermine your plans for the future and your ability to provide for your family.

Secrecy

You won’t know what is happening with your assets, because your financial advisor won’t tell you. As a result, you won't have a clear idea of what your financial status is likely to be like in five or ten years.

No Future Planning

Your capital will depreciate quickly, leaving you without resources for the future. You will be forced to gamble what you have left on the sorts of risky investments only made by inexperienced wealth management consultants.

30 YEARS

Private equity EXpERIENCE


30 YEARS

PRIVATE BANKING EXPERIENCE


40 YEARS

Wealth MAnagement experience

TEAM EXPERIENCE

Our guru founders have 30+ years of experience in private equity, private banking, and wealth management. Both have worked as executive directors in reputable global financial institutions.

Our financial advisors are millennial veterans stationed in major cities and municipalities in China. All these talents possess 7+ years of experience in wealth management.

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WHO WE ARE

Axiom Investment Management Limited is an independent investment advisory firm wholly owned by the founding partners: Mr. Robert Chiu and Mr. Alvin Ma. The company has been licensed with the SFC to carry out Type 4 (Advising on Securities) and Type 9 (Asset Management) regulated activities in Hong Kong since 2003.

CITIESWE SERVE

Shenzhen
(Shenzhen, Guangdong, China)
Hong Kong
(22.229520549100275, 114.21669960021973)
Shanghai
(31.267401, 121.522179)
Hangzhou
(30.29365, 120.16142)

PARTNERS

We partner with some custodian banks, family offices, product providers and consultancy firms.

Mr. S. Chan

Mr. Chan immigrated to Hong Kong from the PRC (People’s Republic of China) in the late 1960s, joining the electrical engineering industry as an apprentice of Conic Group, then the largest electronics manufacturer ...

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Ms. T. Lou

Upon immigrating to Macau in 1983, Ms. Lou joined Rainbow Garment Manufacturing, a local textile business. She began assisting with trade quotas between US and European companies at just 18 years old.

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Mr. M. Lai

Specialising in financial services and technologies, Mr. Lai served as senior advisor and managing partner of a venture capital firm. He oversees the principal investment and the management of the businesses ...

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